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Archive for December 2021

Q4 Quarterly Commentary 2021

By Sound Planning Group Team | December 30, 2021

Posted December 30, 2021 – As we near the end of the fourth quarter of 2021, it also marks the end of Biden’s first full year in office. The fourth…

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WA Cares Fund Premium Program Delayed

By Sound Planning Group Team | December 28, 2021

Posted December 28, 2021 – Gov. Jay Inslee is Pressing Pause on the Washington Cares Fund Premium Program Gov. Jay Inslee, together with Senate Majority Leader Andy Billig and House…

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Fed Pivot is Timely and Welcome

By Sound Planning Group Team | December 20, 2021

500 Sector Level Profit Margins – Not All Sectors are Created Equal On Wednesday, December 15, 2021, the Federal Reserve doubled down on the rate of the asset purchase taper.…

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The Surprising Benefits of Inflation Hitting a 39-Year High

By Sound Planning Group Team | December 13, 2021

Posted Friday December 10, 2021 As strong consumer demand and supply shortages continue to pressure prices on everything from food, energy, and automobiles, the U.S. Labor Department reported inflation for…

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    Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Sound Planning Group (SPG) and SPG Advisors, LLC collectively operate under the brand name Sound Planning Group. SPG is not affiliated with or endorsed by the Social Security Administration or any government agency. Investment advice is offered through SPG Advisors LLC, an SEC Registered Investment Advisor; Medicare consulting and insurance products are offered through SPG. SPG works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation.

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    Sound Planning Group

    Sound Planning Group Inc. (SPG) is an independent insurance firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

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    SPG Advisors, LLC (“SPGA”) is an SEC-registered investment adviser located in Kirkland, Washington. SPGA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SPGA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SPGA’s website on the Internet should not be construed by any consumer and/or prospective client as SPGA’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SPGA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of SPGA’s current written disclosure Brochure discussing SPGA’s business operations, services, and fees are available from SPGA upon written request.

    Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SPGA), will be profitable or equal to any historical performance level(s).

    Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SPGA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, SPGA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of SPGA by any of its clients.

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    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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